VAST CRM

Trader’s Room

Give clients one place to manage accounts, trading, funds and their brokerage activity.

Inside the Trader’s Room

Everything Clients Need,
in One Place

Give clients a clear view of their accounts, funds, verification and trading activity through one simple portal.

  1. See Every Account

    Clients can view their live, demo, PAMM and Social Trading accounts from the dashboard. Account balance and key account details stay easy to check.

  2. Manage Trading Accounts

    View balance, equity, margin, free margin, leverage, credit and floating P/L. Clients can also check account details, transactions and closed trades.

  3. Deposit & Withdraw

    Clients can fund accounts through available payment methods such as bank, UPI, payment link, crypto and crypto gateway. Withdrawal requests and their status stay visible in the portal.

  4. Keep KYC Up to Date

    Clients can submit personal details, identity proof, address proof and photo for verification. Their document list and KYC status remain available for review.

  5. Track Trading Activity

    Review positions, closed trades, trade history and account performance with key details such as symbol, volume, price and profit or loss.

  6. Follow Wallet Activity

    Check wallet balance, deposits, withdrawals, credits, debits and transaction history. Clients can review amounts, status, dates and related transaction details.

Client Experience

A Better Trader Experience, Built In

Give clients a simple workspace to view their data, use trading tools and stay connected with your brokerage.

  • Smart Dashboard

    Give clients a clear view of key account data, trading figures and activity from one dashboard. Keep important information easy to find.

  • Data & Reports

    Let clients review portfolio data, equity, account activity and transaction history. Detailed reports help them follow their trading journey.

  • Connected Platforms

    Keep the client portal connected with supported trading systems. Clients can access their trading environment through the setup provided by the brokerage.

  • Trading Convenience

    Give clients useful trading tools such as advanced charts and quick order actions. Make common trading tasks easier to handle.

  • Built-In Support

    Connect clients with support through the trader portal. Let them raise service requests and stay connected with the brokerage team when help is needed.

  • Self-Service Access

    Give clients direct access to common account and profile actions. Reduce the need for manual help while keeping the client experience simple.

Built for Your Brokerage

A Trader’s Room That Fits Your Brokerage

Create a client portal that matches your brokerage setup, connects with your trading systems and gives clients a clear place to manage their daily activity.

  • Custom client portal experience
  • Trading platform connectivity
  • Flexible payment setup
  • Desktop and mobile access
Read the FAQ Get Your Demo
VAST CRM trader's room interface showing the client portal experience

Trader’s Room FAQ

Everything About the Client Portal

Simple answers about accounts, payments, trading, KYC and the client experience.

  • Clients can manage their trading accounts, view balances, check trading activity, submit deposits and withdrawals, complete KYC, review wallet activity and access their available account services from one portal.

  • The portal can show Live, Demo, PAMM and Social Trading accounts. Clients can view their account details and related activity based on the modules enabled by the brokerage.

  • Yes. Clients can use the payment methods enabled by the brokerage for deposits and submit withdrawal requests from the portal. They can also view transaction amounts, status and related details.

  • Yes. Clients can add their personal information and submit identity proof, address proof and photo. They can also view the status of their submitted documents.

  • Yes. Clients can review account activity, closed trades, transactions and other available records. Trading details can include symbols, volume, prices, dates and profit or loss.

  • Yes. VAST CRM supports integrations with trading platforms such as MT5, cTrader, Match-Trader, Leverate, Vertex FX and Piptrex. The available setup depends on the brokerage’s chosen integrations.